Filed: 2/14/2025ACC: 0001420506-25-000509
📋 What this filing means
BENCHSTONE CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 36 equity positions with a total reported market value of $966.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
36
Positions
$966.92M
Total AUM (reported)
12.67M
Total Shares
Allocation by class
COM$621.90M64.3%
CL A$125.02M12.9%
SHS$56.78M5.9%
COM SER C$41.22M4.3%
COM LBTY ONE S C$40.00M4.1%
SPONSORED ADS$27.26M2.8%
COM SHS$22.88M2.4%
Portfolio Concentration
Top 3$133.54M13.8%
4–10$276.23M28.6%
11–25$397.15M41.1%
Rest$160.00M16.5%
Top 3 weight
13.8%
Top 10 weight
42.4%
Voting Authority Distribution
Total shares with voting rights: 12.67M
Sole
Full voting authority
12.67M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole36
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings36
Rows:
AMAZON COM INC
SOLEShares219.85K
TypeSH
Market value$48.23M
4.99%
Sole
219.85K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares383.54K
TypeSH
Market value$42.71M
4.42%
Sole
383.54K
Shared
0.00
None
0.00
AT&T INC
SOLEShares1.87M
TypeSH
Market value$42.60M
4.41%
Sole
1.87M
Shared
0.00
None
0.00
NORWEGIAN CRUISE LINE HLDG L
SOLEShares1.64M
TypeSH
Market value$42.14M
4.36%
Sole
1.64M
Shared
0.00
None
0.00
SIX FLAGS ENTERTAINMENT CORP
SOLEShares859.45K
TypeSH
Market value$41.42M
4.28%
Sole
859.45K
Shared
0.00
None
0.00
LIBERTY BROADBAND CORP
SOLEShares551.38K
TypeSH
Market value$41.22M
4.26%
Sole
551.38K
Shared
0.00
None
0.00
AMERICAN TOWER CORP NEW
SOLEShares220.08K
TypeSH
Market value$40.37M
4.17%
Sole
220.08K
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares431.64K
TypeSH
Market value$40.00M
4.14%
Sole
431.64K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares77.38K
TypeSH
Market value$36.63M
3.79%
Sole
77.38K
Shared
0.00
None
0.00
ON SEMICONDUCTOR CORP
SOLEShares546.57K
TypeSH
Market value$34.46M
3.56%
Sole
546.57K
Shared
0.00
None
0.00
BURLINGTON STORES INC
SOLEShares117.32K
TypeSH
Market value$33.44M
3.46%
Sole
117.32K
Shared
0.00
None
0.00
SBA COMMUNICATIONS CORP NEW
SOLEShares164.05K
TypeSH
Market value$33.43M
3.46%
Sole
164.05K
Shared
0.00
None
0.00
WALMART INC
SOLEShares369.86K
TypeSH
Market value$33.42M
3.46%
Sole
369.86K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares247.05K
TypeSH
Market value$33.18M
3.43%
Sole
247.05K
Shared
0.00
None
0.00
OUTFRONT MEDIA INC
SOLEShares1.64M
TypeSH
Market value$29.04M
3.00%
Sole
1.64M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares138.04K
TypeSH
Market value$27.26M
2.82%
Sole
138.04K
Shared
0.00
None
0.00
ATLASSIAN CORPORATION
SOLEShares110.29K
TypeSH
Market value$26.84M
2.78%
Sole
110.29K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares233.65K
TypeSH
Market value$24.84M
2.57%
Sole
233.65K
Shared
0.00
None
0.00
TAKE-TWO INTERACTIVE SOFTWAR
SOLEShares131.54K
TypeSH
Market value$24.21M
2.50%
Sole
131.54K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares40.56K
TypeSH
Market value$23.75M
2.46%
Sole
40.56K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares206.99K
TypeSH
Market value$22.88M
2.37%
Sole
206.99K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares112.82K
TypeSH
Market value$21.36M
2.21%
Sole
112.82K
Shared
0.00
None
0.00
WYNDHAM HOTELS & RESORTS INC
SOLEShares211.70K
TypeSH
Market value$21.34M
2.21%
Sole
211.70K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares63.34K
TypeSH
Market value$21.18M
2.19%
Sole
63.34K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares72.41K
TypeSH
Market value$20.99M
2.17%
Sole
72.41K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 219.85K | SH | $48.23M 4.99% | 219.85K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 383.54K | SH | $42.71M 4.42% | 383.54K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 1.87M | SH | $42.60M 4.41% | 1.87M | 0.00 | 0.00 |
NORWEGIAN CRUISE LINE HLDG LSOLE | SHS | 1.64M | SH | $42.14M 4.36% | 1.64M | 0.00 | 0.00 |
SIX FLAGS ENTERTAINMENT CORPSOLE | COM | 859.45K | SH | $41.42M 4.28% | 859.45K | 0.00 | 0.00 |
LIBERTY BROADBAND CORPSOLE | COM SER C | 551.38K | SH | $41.22M 4.26% | 551.38K | 0.00 | 0.00 |
AMERICAN TOWER CORP NEWSOLE | COM | 220.08K | SH | $40.37M 4.17% | 220.08K | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 431.64K | SH | $40.00M 4.14% | 431.64K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 77.38K | SH | $36.63M 3.79% | 77.38K | 0.00 | 0.00 |
ON SEMICONDUCTOR CORPSOLE | COM | 546.57K | SH | $34.46M 3.56% | 546.57K | 0.00 | 0.00 |
BURLINGTON STORES INCSOLE | COM | 117.32K | SH | $33.44M 3.46% | 117.32K | 0.00 | 0.00 |
SBA COMMUNICATIONS CORP NEWSOLE | CL A | 164.05K | SH | $33.43M 3.46% | 164.05K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 369.86K | SH | $33.42M 3.46% | 369.86K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 247.05K | SH | $33.18M 3.43% | 247.05K | 0.00 | 0.00 |
OUTFRONT MEDIA INCSOLE | COM | 1.64M | SH | $29.04M 3.00% | 1.64M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 138.04K | SH | $27.26M 2.82% | 138.04K | 0.00 | 0.00 |
ATLASSIAN CORPORATIONSOLE | CL A | 110.29K | SH | $26.84M 2.78% | 110.29K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A | 233.65K | SH | $24.84M 2.57% | 233.65K | 0.00 | 0.00 |
TAKE-TWO INTERACTIVE SOFTWARSOLE | COM | 131.54K | SH | $24.21M 2.50% | 131.54K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 40.56K | SH | $23.75M 2.46% | 40.56K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 206.99K | SH | $22.88M 2.37% | 206.99K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 112.82K | SH | $21.36M 2.21% | 112.82K | 0.00 | 0.00 |
WYNDHAM HOTELS & RESORTS INCSOLE | COM | 211.70K | SH | $21.34M 2.21% | 211.70K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 63.34K | SH | $21.18M 2.19% | 63.34K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 72.41K | SH | $20.99M 2.17% | 72.41K | 0.00 | 0.00 |
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